LWM
Laidlaw Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,405
| Closed | -$2.4M | – | 58 |
|
|
2024
Q4 | $2.4M | Sell |
5,405
-13
| -0.2% | -$5.78K | 1.05% | 25 |
|
|
2024
Q3 | $2.81M | Buy |
5,418
+52
| +1% | +$26.9K | 1.39% | 17 |
|
|
2024
Q2 | $2.98M | Sell |
5,366
-123
| -2% | -$68.3K | 1.64% | 16 |
|
|
2024
Q1 | $2.77M | Sell |
5,489
-1,896
| -26% | -$957K | 1.55% | 15 |
|
|
2023
Q4 | $4.41M | Sell |
7,385
-1
| -0% | -$597 | 1.6% | 7 |
|
|
2023
Q3 | $3.77M | Sell |
7,386
-3,455
| -32% | -$1.76M | 1.25% | 15 |
|
|
2023
Q2 | $5.3M | Buy |
10,841
+3
| +0% | +$1.47K | 1.04% | 15 |
|
|
2023
Q1 | $4.18M | Sell |
10,838
-262
| -2% | -$101K | 0.85% | 24 |
|
|
2022
Q4 | $3.74M | Sell |
11,100
-954
| -8% | -$321K | 0.8% | 24 |
|
|
2022
Q3 | $3.32M | Sell |
12,054
-710
| -6% | -$195K | 0.78% | 27 |
|
|
2022
Q2 | $4.67M | Buy |
12,764
+320
| +3% | +$117K | 0.95% | 15 |
|
|
2022
Q1 | $5.67M | Sell |
12,444
-3,172
| -20% | -$1.45M | 0.95% | 20 |
|
|
2021
Q4 | $8.86M | Buy |
15,616
+125
| +0.8% | +$70.9K | 1.42% | 8 |
|
|
2021
Q3 | $8.92M | Buy |
15,491
+769
| +5% | +$443K | 2.29% | 4 |
|
|
2021
Q2 | $8.62M | Buy |
14,722
+257
| +2% | +$151K | 2.22% | 7 |
|
|
2021
Q1 | $6.88M | Sell |
14,465
-8,322
| -37% | -$3.96M | 2.35% | 6 |
|
|
2020
Q4 | $11.4M | Buy |
22,787
+3,874
| +20% | +$1.94M | 2.4% | 4 |
|
|
2020
Q3 | $9.28M | Sell |
18,913
-1,895
| -9% | -$929K | 4.12% | 3 |
|
|
2020
Q2 | $9.06M | Buy |
20,808
+185
| +0.9% | +$80.5K | 4.73% | 2 |
|
|
2020
Q1 | $6.56M | Sell |
20,623
-1,884
| -8% | -$600K | 4.3% | 2 |
|
|
2019
Q4 | $7.42M | Buy |
+22,507
| New | +$7.42M | 4.69% | 2 |
|